Position in PM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,641,828
-$594,041 QoQ
Shares Held
14,603
-25.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#913
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Welch & Forbes LLC holds $3,757,340 across 2 Tobacco names. PM ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
14,603 | $2,641,828 | |
| 2 | MO |
Altria Group, Inc.
|
15,504 | $1,115,512 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,641,828 | 14,603 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,235,869 | 19,571 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,091,228 | 19,272 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,437,180 | 21,191 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,953,313 | 21,706 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,431,425 | 21,618 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,630,971 | 21,861 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,511,401 | 20,687 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,083,851 | 20,565 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,363,704 | 25,799 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,532,351 | 26,917 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,499,011 | 26,993 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,687,771 | 27,533 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,751,883 | 28,297 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,912,014 | 28,772 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,417,500 | 29,123 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,294,717 | 23,240 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,118,440 | 22,551 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,178,635 | 22,933 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,214,483 | 23,362 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,292,711 | 23,133 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,139,432 | 24,109 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,086,804 | 25,206 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,758,665 | 23,452 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,497,532 | 21,375 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,531,576 | 20,992 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||